5/7/2024 | Hilltop National Bank | 85,415 | $2.78M | 0.9% | N/A | 0.436% | |
5/3/2024 | STAR Financial Bank | 14,908 | $485K | 0.4% | -12.3% | 0.076% | |
5/1/2024 | Janney Montgomery Scott LLC | 63,686 | $2.07M | 0.0% | -65.6% | 0.325% | |
4/29/2024 | Crescent Grove Advisors LLC | 7,155 | $234K | 0.0% | -6.5% | 0.037% | |
4/25/2024 | Equitable Trust Co. | 59,326 | $1.93M | 0.1% | -90.1% | 0.303% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 2,050 | $67K | 0.0% | -36.9% | 0.010% | |
|
4/9/2024 | Lowe Wealth Advisors LLC | 214,025 | $6.97M | 3.2% | +3.0% | 0.633% | |
2/14/2024 | Waterloo Capital L.P. | 9,364 | $295K | 0.0% | -23.8% | 0.028% | |
2/13/2024 | STAR Financial Bank | 16,991 | $535K | 0.5% | -40.4% | 0.050% | |
2/13/2024 | Edge Capital Group LLC | 237,053 | $7.46M | 0.4% | -2.8% | 0.701% | |
2/8/2024 | Janney Montgomery Scott LLC | 185,009 | $5.82M | 0.0% | -7.2% | 0.547% | |
1/30/2024 | Crescent Grove Advisors LLC | 7,655 | $241K | 0.0% | -14.6% | 0.023% | |
1/25/2024 | Equitable Trust Co. | 597,298 | $18.80M | 1.4% | -46.1% | 1.767% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 3,250 | $102K | 0.0% | -16.7% | 0.010% | |
1/23/2024 | Defender Capital LLC. | 18,900 | $595K | 0.2% | +36.0% | 0.056% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,416 | $45K | 0.0% | -51.4% | 0.004% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 112,108 | $3.53M | 0.8% | -2.6% | 0.332% | |
1/5/2024 | Lowe Wealth Advisors LLC | 207,845 | $6.54M | 3.2% | +0.8% | 0.615% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 115,092 | $3.50M | 0.8% | -70.7% | 0.341% | |
11/8/2023 | Janney Montgomery Scott LLC | 199,288 | $6.07M | 0.0% | -13.2% | 0.590% | |
11/7/2023 | Equitable Trust Co. | 1,107,334 | $33.71M | 2.8% | -45.6% | 3.276% | |
10/24/2023 | Bank of New York Mellon Corp | 94,371 | $2.87M | 0.0% | +30.7% | 0.279% | |
10/23/2023 | Defender Capital LLC. | 13,900 | $423K | 0.2% | -23.6% | 0.041% | |
10/23/2023 | Lowe Wealth Advisors LLC | 206,150 | $6.28M | 3.3% | +1.9% | 0.610% | |
10/18/2023 | Private Trust Co. NA | 3,583 | $109K | 0.0% | N/A | 0.011% | |
8/15/2023 | STAR Financial Bank | 29,619 | $905K | 0.8% | -15.3% | 0.088% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 84,674 | $2.59M | 0.1% | -5.4% | 0.251% | |
8/11/2023 | JPMorgan Chase & Co. | 2,741,782 | $83.82M | 0.0% | -3.1% | 8.112% | |
8/9/2023 | Equitable Trust Co. | 2,034,091 | $62.18M | 4.8% | -11.2% | 6.018% | |
8/9/2023 | Flow Traders U.S. LLC | 142,535 | $4.36M | 0.2% | +117.5% | 0.422% | |
8/8/2023 | Edge Capital Group LLC | 218,474 | $6.68M | 0.4% | -20.0% | 0.646% | |
8/4/2023 | Parallel Advisors LLC | 1,328 | $41K | 0.0% | -60.8% | 0.004% | |
8/3/2023 | Bank of New York Mellon Corp | 72,208 | $2.21M | 0.0% | +199.6% | 0.214% | |
7/31/2023 | WealthPLAN Partners LLC | 4,582 | $140K | 0.0% | -35.3% | 0.014% | |
7/26/2023 | Janney Montgomery Scott LLC | 229,684 | $7.02M | 0.0% | -0.8% | 0.680% | |
7/25/2023 | WealthPlan Investment Management LLC | 7,189 | $1.73M | 0.4% | +155.9% | 0.021% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,965 | $121K | 0.0% | -46.0% | 0.012% | |
7/13/2023 | Sugarloaf Wealth Management LLC | 393,287 | $12.02M | 2.8% | +5.6% | 1.164% | |
7/7/2023 | Lowe Wealth Advisors LLC | 202,295 | $6.18M | 3.1% | +1.6% | 0.545% | |
5/15/2023 | Flow Traders U.S. LLC | 65,532 | $2.02M | 0.1% | +85.3% | 0.173% | |
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5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 7,341 | $226K | 0.0% | N/A | 0.019% | |
5/10/2023 | WealthPLAN Partners LLC | 7,081 | $218K | 0.0% | -29.8% | 0.019% | |
5/8/2023 | Equitable Trust Co. | 2,291,737 | $70.68M | 5.6% | -0.9% | 6.063% | |
5/8/2023 | WealthPlan Investment Management LLC | 2,809 | $87K | 0.0% | -72.1% | 0.007% | |
5/5/2023 | Silver Oak Securities Incorporated | 63,901 | $1.97M | 0.3% | +9.3% | 0.169% | |
5/4/2023 | Edge Capital Group LLC | 272,994 | $8.42M | 0.5% | +6.8% | 0.722% | |
4/28/2023 | Janney Montgomery Scott LLC | 231,570 | $7.14M | 0.0% | +31.6% | 0.613% | |
4/27/2023 | Defender Capital LLC. | 18,200 | $561K | 0.2% | N/A | 0.048% | |
4/26/2023 | Sugarloaf Wealth Management LLC | 372,270 | $11.48M | 2.8% | +13.2% | 0.985% | |
4/25/2023 | Parallel Advisors LLC | 3,385 | $104K | 0.0% | -44.4% | 0.009% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 2,910 | $90K | 0.0% | -12.2% | 0.008% | |
4/24/2023 | Deane Retirement Strategies Inc. | 58,961 | $1.82M | 1.0% | +0.6% | 0.156% | |
4/5/2023 | Lowe Wealth Advisors LLC | 199,178 | $6.14M | 3.3% | +2.7% | 0.502% | |
3/6/2023 | OLD Mission Capital LLC | 45,765 | $1.44M | 0.0% | +1.7% | 0.114% | |
2/21/2023 | Equitable Trust Co. | 2,313,028 | $72.81M | 5.7% | +7.3% | 5.783% | |
2/13/2023 | JPMorgan Chase & Co. | 3,920,026 | $123.40M | 0.0% | -1.6% | 9.800% | |
2/9/2023 | STAR Financial Bank | 35,297 | $1.11M | 1.1% | N/A | 0.088% | |
2/8/2023 | InterOcean Capital Group LLC | 271,799 | $8.56M | 0.3% | -1.4% | 0.679% | |
2/7/2023 | Edge Capital Group LLC | 255,554 | $8.05M | 0.6% | +7.9% | 0.639% | |
2/7/2023 | Fernwood Investment Management LLC | 21,172 | $666K | 0.3% | +4.4% | 0.053% | |
2/6/2023 | Parallel Advisors LLC | 6,085 | $192K | 0.0% | -29.2% | 0.015% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 4,100 | $129K | 0.0% | N/A | 0.010% | |
2/3/2023 | Sugarloaf Wealth Management LLC | 328,813 | $10.35M | 2.6% | -7.7% | 0.822% | |
2/2/2023 | Congress Wealth Management LLC DE | 6,577 | $207K | 0.0% | N/A | 0.016% | |
2/2/2023 | Silver Oak Securities Incorporated | 58,467 | $1.84M | 0.3% | -11.0% | 0.146% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 3,315 | $104K | 0.0% | N/A | 0.008% | |
2/1/2023 | Janney Montgomery Scott LLC | 175,968 | $5.54M | 0.0% | +0.7% | 0.440% | |
1/31/2023 | Ulland Investment Advisors LLC | 1,350 | $42K | 0.1% | N/A | 0.003% | |
1/23/2023 | Deane Retirement Strategies Inc. | 58,603 | $1.85M | 1.0% | N/A | 0.147% | |
1/20/2023 | Newman Dignan & Sheerar Inc. | 6,450 | $203K | 0.1% | N/A | 0.016% | |
1/17/2023 | Lowe Wealth Advisors LLC | 193,869 | $6.10M | 3.4% | +3.6% | 0.483% | |
1/11/2023 | Parkside Investments LLC | 270,510 | $8.52M | 1.7% | N/A | 0.668% | |
11/16/2022 | Sentinus LLC | 22,062 | $667K | 0.4% | N/A | 0.053% | |
11/15/2022 | Sowell Financial Services LLC | 36,370 | $1.01M | 0.1% | N/A | 0.088% | |
11/15/2022 | Flow Traders U.S. LLC | 40,416 | $1.13M | 0.1% | +113.9% | 0.098% | |
11/14/2022 | United Capital Financial Advisers LLC | 53,163 | $1.48M | 0.0% | -7.2% | 0.129% | |
11/14/2022 | OLD Mission Capital LLC | 44,997 | $1.25M | 0.0% | -8.0% | 0.109% | |
11/9/2022 | Edge Capital Group LLC | 236,800 | $6.59M | 0.5% | N/A | 0.573% | |
11/9/2022 | Fernwood Investment Management LLC | 20,270 | $564K | 0.2% | N/A | 0.049% | |
11/3/2022 | Equitable Trust Co. | 2,156,445 | $60.01M | 5.0% | -6.5% | 5.221% | |
11/1/2022 | Allegheny Financial Group LTD | 203,182 | $5.65M | 2.7% | +1.7% | 0.492% | |
10/25/2022 | Janney Montgomery Scott LLC | 174,763 | $4.86M | 0.0% | -0.4% | 0.423% | |
10/20/2022 | Silver Oak Securities Incorporated | 65,715 | $1.83M | 0.4% | +9.4% | 0.159% | |
10/11/2022 | Boenning & Scattergood Inc. | 45,907 | $1.28M | 0.3% | +2.8% | 0.111% | |
10/6/2022 | Lowe Wealth Advisors LLC | 187,069 | $5.21M | 3.1% | +5.6% | 0.451% | |
8/23/2022 | Captrust Financial Advisors | 250,598 | $7.15M | 0.0% | +163.3% | 0.581% | |
8/13/2022 | Flow Traders U.S. LLC | 18,898 | $539K | 0.0% | N/A | 0.044% | |
8/12/2022 | Robertson Stephens Wealth Management LLC | 13,115 | $374K | 0.0% | -9.1% | 0.030% | |
8/12/2022 | United Capital Financial Advisers LLC | 57,292 | $1.64M | 0.0% | +0.7% | 0.133% | |
8/11/2022 | JPMorgan Chase & Co. | 5,557,640 | $158.62M | 0.0% | +5.0% | 12.895% | |
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8/5/2022 | OLD Mission Capital LLC | 48,931 | $1.40M | 0.0% | +546.8% | 0.114% | |
8/5/2022 | Cullen Frost Bankers Inc. | 188,329 | $5.38M | 0.1% | N/A | 0.437% | |
8/3/2022 | Janney Montgomery Scott LLC | 175,470 | $5.14M | 0.0% | +2.8% | 0.405% | |
7/28/2022 | Leavell Investment Management Inc. | 118,930 | $3.39M | 0.3% | +19.2% | 0.270% | |
7/18/2022 | Equitable Trust Co. | 2,307,219 | $65.85M | 4.9% | +22.0% | 5.173% | |
7/13/2022 | Boenning & Scattergood Inc. | 44,657 | $1.28M | 0.2% | +4.9% | 0.099% | |
7/12/2022 | Meadow Creek Wealth Advisors LLC | 10,308 | $294K | 0.4% | +10.0% | 0.023% | |
7/7/2022 | Lowe Wealth Advisors LLC | 177,134 | $5.06M | 2.8% | +7.3% | 0.384% | |
5/11/2022 | Equitable Trust Co. | 1,890,590 | $62.98M | 4.0% | +18.2% | 4.265% | |
5/11/2022 | Front Row Advisors LLC | 2,750 | $92K | 0.0% | N/A | 0.006% | |